Kingsview Wealth Management, LLC Pgim ETF Tr Total Return Bd Et Transaction History
Kingsview Wealth Management, LLC
- $4.45 Billion
- Q3 2024
A detailed history of Kingsview Wealth Management, LLC transactions in Pgim ETF Tr Total Return Bd Et stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 7,275 shares of PTRB stock, worth $298,566. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,275
Previous 5,409
34.5%
Holding current value
$298,566
Previous $223,000
39.46%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding PTRB
# of Institutions
55Shares Held
5.17MCall Options Held
0Put Options Held
0-
Apollon Wealth Management, LLC Mount Pleasant, SC925KShares$38 Million1.15% of portfolio
-
Howard Financial Services, Ltd.711KShares$29.2 Million4.0% of portfolio
-
Integrated Wealth Concepts LLC614KShares$25.2 Million0.34% of portfolio
-
Financial Advisory Service, Inc.374KShares$15.3 Million1.36% of portfolio
-
Envestnet Asset Management Inc328KShares$13.4 Million0.0% of portfolio